Our advisors are unique.

Expert financial advice, without judgement.

Our advisors bring Wall Street expertise without the Wall Street attitude. With backgrounds from Morgan Stanley, Citibank, Fidelity, and BlackRock, they've mastered the complexities of finance—but what truly sets them apart is their ability to connect with you as a person, not just a portfolio.

As CFP® professionals—the gold standard in the industry—they guide early and mid-career professionals and those approaching retirement with equal dedication. Their mission isn't just building wealth, but building the life you want—whether that's buying a home sooner, retiring early, or taking a year off to explore the world.

Our flat-fee model ensures one thing: your advisor's success is measured solely by your success. No commissions. No hidden incentives. Just straightforward guidance tailored to your unique journey.

More than experts, they're partners—champions of your financial potential who understand money is personal. Meet the team that puts your dreams first at Domain Money.

Our Certified Financial Planners®

Our advisors blend elite financial expertise with genuine human understanding, delivering the quality guidance you deserve without the judgment you don't.

FAQs

Why choose Domain Money?

We get it. Financial planning can feel overwhelming. At Domain Money, we want to change that. We offer clear, personalized plans that fit your life, not the other way around. Here's what sets us apart:

Expert Advice, Without Breaking the Bank: Our team has experience working with high-net-worth clients, but we believe everyone deserves financial guidance. That's why we offer flat-fee plans, so you know exactly what you're paying upfront.
No Pressure, Just You: We don't sell products or have minimums. Your dedicated advisor will work with you to create a plan that aligns with your goals and values, no strings attached.
‍Focus on What Matters: We go beyond the numbers to understand your dreams and aspirations. Our plans help you achieve financial peace of mind, whether it's buying a house, retiring early, or simply feeling more secure about your future.

How does Domain work?

Getting started is easy! Here's a quick rundown:

Free Strategy Session: Chat with us about your financial goals and concerns. There's no pressure to commit, just a chance to see if we're a good fit.
We Analyze Your Big Picture: We take a deep dive into your finances, looking at everything from income and expenses to investments and debt.
Your Personalized Plan: Based on your situation and goals, we create a custom roadmap with actionable steps to get you where you want to be.
Ongoing Support: We're here for you every step of the way. Get unlimited access to your advisor for questions, guidance, and encouragement

Is Domain a fiduciary?

Absolutely! Our financial advisors are all full-time employees of Domain and are CERTIFIED FINANCIAL PLANNER™ professionals. They are held to the highest ethical standards. This means we have a legal obligation to act in your best interests, always.

What happens if I don’t like it?

We genuinely believe you'll love your plan. If, for any reason, it falls short of your expectations, rest assured we're committed to making it right. We'll address your concerns and make necessary adjustments. However, if you're still not satisfied, we will provide you with a refund.

Can I purchase services a la carte?

Our plans are designed to be comprehensive and address all aspects of your financial life. However, we understand that everyone's situation is unique. If you have a specific need, we can discuss options for tailored services.

How are we different from other advisors?

We don’t / require that you move your assets to Domain

We don’t / push you to buy products

We don’t / charge assets under management (AUM) fees

We don’t / get compensated based on your products, so we are completely unbiased in our advice

We don’t / have minimums

We don’t / judge, ever

Meet your financial advisor

Get started building a financial plan today.

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